Solidarity Wealth, LLC
Lehi UT · SEC CIK 0001906613
$5.74亿2026Q2 申报市值
93持仓数
54.6%前十大占比 · 第一大 9.6%
18 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MTUM 新建仓+$1,669.14万
QQQ 加仓+$1,655.44万
GRNY 新建仓+$972.87万
BKNG 加仓+$498.11万
JNJ 新建仓+$394.47万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$1,269.81万
C 减仓-$901.91万
MCD 减仓-$865.73万
MTD 清仓-$846.27万
AAPL 减仓-$638.56万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5,511.80万 | 9.60% | 190,482 | -22,068 | -10.4% | -$638.56万 | 减仓 |
| GOOGL | ALPHABET INC | $4,164.94万 | 7.25% | 116,544 | -4,634 | -3.8% | -$165.61万 | 减仓 |
| AMZN | AMAZON COM INC | $3,790.63万 | 6.60% | 159,043 | -4,294 | -2.6% | -$102.34万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,416.42万 | 5.95% | 303,035 | 3,068 | 1.0% | $34.59万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,718.36万 | 4.73% | 127,760 | -59,680 | -31.8% | -$1,269.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,532.86万 | 4.41% | 67,901 | -1,665 | -2.4% | -$62.11万 | 减仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $2,526.66万 | 4.40% | 260,480 | 25,296 | 10.8% | $245.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,501.20万 | 4.36% | 49,985 | 415 | 0.8% | $20.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,097.45万 | 3.65% | 28,087 | -1,648 | -5.5% | -$123.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,080.56万 | 3.62% | 28,253 | 22,480 | 389.4% | $1,655.44万 | 加仓 |
| V | VISA INC | $1,914.76万 | 3.33% | 55,809 | 458 | 0.8% | $15.71万 | 加仓 |
| MTUM | ISHARES TR | $1,669.14万 | 2.91% | 48,687 | 48,687 | — | $1,669.14万 | 新建仓 |
| ASML | ASML HLDG NV | $1,488.31万 | 2.59% | 7,481 | -970 | -11.5% | -$192.98万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,456.60万 | 2.54% | 81,721 | 27,946 | 52.0% | $498.11万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,355.29万 | 2.36% | 6,939 | 106 | 1.6% | $20.70万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,339.26万 | 2.33% | 145,429 | -3,617 | -2.4% | -$33.31万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,308.31万 | 2.28% | 12,936 | -1,720 | -11.7% | -$173.96万 | 减仓 |
| PBI | PITNEY BOWES INC | $1,283.22万 | 2.23% | 732,433 | -14,400 | -1.9% | -$25.23万 | 减仓 |
| AZO | AUTOZONE INC | $1,276.78万 | 2.22% | 3,995 | -73 | -1.8% | -$23.33万 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,115.81万 | 1.94% | 9,339 | 1,166 | 14.3% | $139.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,097.92万 | 1.91% | 21,377 | 136 | 0.6% | $6.98万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $982.48万 | 1.71% | 33,511 | 1,241 | 3.8% | $36.38万 | 加仓 |
| GRNY | TIDAL TRUST I | $972.87万 | 1.69% | 351,851 | 351,851 | — | $972.87万 | 新建仓 |
| META | META PLATFORMS INC | $842.86万 | 1.47% | 14,963 | -207 | -1.4% | -$11.66万 | 减仓 |
| NRG | NRG ENERGY INC | $773.11万 | 1.35% | 52,931 | 10,534 | 24.8% | $153.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $481.70万 | 0.84% | 24,074 | 618 | 2.6% | $12.37万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $458.62万 | 0.80% | 18,899 | -523 | -2.7% | -$12.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $394.47万 | 0.69% | 15,532 | 15,532 | — | $394.47万 | 新建仓 |
| GOOG | ALPHABET INC | $330.96万 | 0.58% | 9,367 | -150 | -1.6% | -$5.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $276.24万 | 0.48% | 4,022 | 2,633 | 189.6% | $180.84万 | 加仓 |
| CME | CME GROUP INC | $275.71万 | 0.48% | 12,485 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $256.43万 | 0.45% | 22,641 | 13,924 | 159.7% | $157.70万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $245.30万 | 0.43% | 5,902 | 2,325 | 65.0% | $96.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $232.54万 | 0.40% | 7,104 | -4,951 | -41.1% | -$162.06万 | 减仓 |
| HD | HOME DEPOT INC | $205.08万 | 0.36% | 5,815 | 4,541 | 356.4% | $160.15万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $193.62万 | 0.34% | 15,117 | 15,117 | — | $193.62万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $193.35万 | 0.34% | 8,675 | 5,000 | 136.1% | $111.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $186.61万 | 0.32% | 5,043 | -13 | -0.3% | -$4,811 | 减仓 |
| AVGO | BROADCOM INC | $148.19万 | 0.26% | 3,923 | -365 | -8.5% | -$13.79万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $138.89万 | 0.24% | 6,210 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $124.05万 | 0.22% | 30,182 | 30,182 | — | $124.05万 | 新建仓 |
| C | CITIGROUP INC | $121.78万 | 0.21% | 8,701 | -64,438 | -88.1% | -$901.91万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $121.28万 | 0.21% | 38,248 | 38,248 | — | $121.28万 | 新建仓 |
| MCD | MCDONALDS CORP | $119.25万 | 0.21% | 4,411 | -32,023 | -87.9% | -$865.73万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $117.73万 | 0.21% | 65,661 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $107.74万 | 0.19% | 2,786 | 1,799 | 182.3% | $69.57万 | 加仓 |
| RTX | RTX CORPORATION | $107.44万 | 0.19% | 5,663 | -239 | -4.0% | -$4.53万 | 减仓 |
| MELI | MERCADOLIBRE INC | $106.60万 | 0.19% | 628 | 28 | 4.7% | $4.75万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $102.42万 | 0.18% | 16,000 | 16,000 | — | $102.42万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $99.31万 | 0.17% | 23,000 | 23,000 | — | $99.31万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $96.23万 | 0.17% | 11,490 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $94.09万 | 0.16% | 3,739 | 49 | 1.3% | $1.23万 | 加仓 |
| KLAC | KLA CORP | $93.83万 | 0.16% | 3,110 | 80 | 2.6% | $2.41万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $91.72万 | 0.16% | 5,399 | -3 | -0.1% | -$510 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $86.26万 | 0.15% | 20,373 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $85.50万 | 0.15% | 914 | 60 | 7.0% | $5.61万 | 加仓 |
| TSLA | TESLA INC | $79.20万 | 0.14% | 1,883 | -150 | -7.4% | -$6.31万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $76.06万 | 0.13% | 1,493 | -186 | -11.1% | -$9.48万 | 减仓 |
| ADI | ANALOG DEVICES INC | $73.20万 | 0.13% | 1,843 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $70.92万 | 0.12% | 666 | 20 | 3.1% | $2.13万 | 加仓 |
| DE | DEERE & CO | $68.00万 | 0.12% | 1,072 | 55 | 5.4% | $3.49万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $65.17万 | 0.11% | 68,895 | -4,000 | -5.5% | -$3.78万 | 减仓 |
| ITOT | ISHARES TR | $61.67万 | 0.11% | 3,754 | 7 | 0.2% | $1,150 | 加仓 |
| SNEX | STONEX GROUP INC | $57.80万 | 0.10% | 4,878 | -1,522 | -23.8% | -$18.04万 | 减仓 |
| IAU | ISHARES GOLD TR | $53.51万 | 0.09% | 7,087 | 0 | 0.0% | — | 不变 |
| — | DRILLING TOOLS INTL CORP | $52.60万 | 0.09% | 272,524 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $50.36万 | 0.09% | 5,891 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $49.97万 | 0.09% | 2,293 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $48.61万 | 0.08% | 4,257 | 931 | 28.0% | $10.63万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $47.59万 | 0.08% | 11,836 | 11,836 | — | $47.59万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $45.59万 | 0.08% | 395 | 395 | — | $45.59万 | 新建仓 |
| LLY | ELI LILLY & CO | $41.26万 | 0.07% | 344 | 22 | 6.8% | $2.64万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $40.29万 | 0.07% | 1,191 | 63 | 5.6% | $2.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.93万 | 0.07% | 2,409 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $37.66万 | 0.07% | 3,655 | 3,655 | — | $37.66万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $36.33万 | 0.06% | 2,761 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.63万 | 0.06% | 6,309 | 1,270 | 25.2% | $7.17万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $35.41万 | 0.06% | 11,077 | 200 | 1.8% | $6,394 | 加仓 |
| VDC | VANGUARD WORLD FD | $34.82万 | 0.06% | 1,544 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $31.38万 | 0.05% | 1,603 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $30.19万 | 0.05% | 8,921 | 8,921 | — | $30.19万 | 新建仓 |
| MS | MORGAN STANLEY | $28.20万 | 0.05% | 1,349 | 1,349 | — | $28.20万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $27.91万 | 0.05% | 824 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $27.71万 | 0.05% | 3,353 | -23 | -0.7% | -$1,901 | 减仓 |
| DAL | DELTA AIR LINES INC | $26.22万 | 0.05% | 2,800 | 2,800 | — | $26.22万 | 新建仓 |
| IWF | ISHARES TR | $25.48万 | 0.04% | 2,052 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $25.17万 | 0.04% | 1,830 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.44万 | 0.04% | 1,063 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $22.30万 | 0.04% | 748 | -5,884 | -88.7% | -$175.38万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $20.17万 | 0.04% | 279 | 279 | — | $20.17万 | 新建仓 |
| KO | COCA COLA CO | $20.02万 | 0.03% | 2,448 | 2,448 | — | $20.02万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC 看涨期权 | $3.80万 | 0.01% | 20,000 | 20,000 | — | $3.80万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $2,850 | 0.00% | 1,500 | 1,500 | — | $2,850 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -6,710 | -100.0% | -$846.27万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -81,303 | -100.0% | -$327.98万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -1,805 | -100.0% | -$157.56万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -30,500 | -100.0% | -$156.74万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -11,178 | -100.0% | -$107.48万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -2,650 | -100.0% | -$23.74万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -1,894 | -100.0% | -$23.54万 | 清仓 |